Mitchell Green

speaker
1,004 appearances 2 recordings 2 series first heard Mar 2026 last heard 24 Mar

Mitchell Green’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
2 · Mar OctJan 26AprJulnow

Recordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 2.

Appearances

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Again, there is no freaking way.
I can't imagine that happens.
The reality is, I think the only way it's a deal that would happen then is some sovereign wealth fund.
Private equity funds don't have enough money to write $40 billion checks into companies.
And so if Stripe was really trying to buy PayPal, again, who knows if it's even true.
If they were, if they were a public company right now and they had $150 billion market cap, it'd probably be less now because the stock market had gone down or whatever.
If it was $100 billion, they would be able to do a public merger.
Like you could do one.
It gives them less flexibility to do big M&A, like really big M&A.
Obviously they have access to a lot of cash so they can go buy some like billion dollar company, no problem.
I think, look, it surprises me that more growth in private equity investors can't do Publix inside their funds.
I think he's optimistic.
But like TCV can, I think Iconic can, I think GA probably can.
So I guess probably these people can.
It surprises me that more people don't.
But I think like early stage venture is extremely different than going to buy Atlassian right now or going to buy...
workday or going to buy Salesforce or going to buy, you know, Toast or something like that.
But what surprises me is that more funds, like, you know, if you were an early investor in Toast and you're fully out of it and you love the company and the stock's down like 60%, why not go buy it again?
It surprises me more people don't do that.
Is that fair?
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